OPTIONS STRATEGIES

At Tamalpais Asset Management, we provide bespoke options strategies that supplement and enhance our TAM Core portfolio. We act as a sub-advisor to ensure all of your personal needs are covered. TAM knows how volatility can erode even solid well-balanced portfolios. When you need it, liquidity, transparency and control can fade. Volatility reduction is at the core of every portfolio we manage. By using quantitative analysis, quantitative skills, and taking calculated risks, we design strategies using options to capture more upside and less downside.

Analyzing Graphs

DYNAMIC

SYSTEMATIC

OPPORTUNISTIC

What We Offer

CRASH PROTECTION

  • Crash Protection Protocol

    • Hedge against market “tail” events

    • Maintain market long exposure

    • Invest in asymmetric payout hedges

    • Total wealth hedging

PORTFOLIO OVERLAY

  • Option writing

    • Selective

    • Opportunistic investments

    • Income generation

    • Selective index option call writing

    • Systematic equity basket call writing

 

  • Dividends

    • Hedging

    • Long / Short

PORTFOLIO HEDGING

  • Hedge Portfolio / Wealth market risk 

  • Hedge outsized individual position risk

    • Restricted Stock

    • Option Grants

    • Capital gains